posts get auto-deleted after two years
| https://twitter.com/objmag1c |
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@NYC office 12th floor.
posts get auto-deleted after two years
posts get auto-deleted after two years
let me guess... Jared Kushner leaking to his friends in Qatar so they can make some money back, as compensation for their oil and gas assets getting blown up.
https://giftarticle.ft.com/giftarticle/actions/redeem/ea8bd9dc-4d29-4954-a8e7-73dbb1f9cc66
of course, the grifting must go on. can't forget about that.
Feels the situation in Middle East means only headwind for AI industry
1. Energy price goes up, meaning cost of running data center will go up
2. Increasing energy price feeds into higher inflation exp. This week entire interest rate curve was sold off - cost of funding for AI capex will go up
3. The oil and gas asset getting destroyed means less revenue stream for the gulf countries which are channeling money to AI development through VCs and other types of funds
1. Energy price goes up, meaning cost of running data center will go up
2. Increasing energy price feeds into higher inflation exp. This week entire interest rate curve was sold off - cost of funding for AI capex will go up
3. The oil and gas asset getting destroyed means less revenue stream for the gulf countries which are channeling money to AI development through VCs and other types of funds
inevitable outcome if you've been paying attention to the trend
https://giftarticle.ft.com/giftarticle/actions/redeem/88697d3e-03e5-4514-a1c7-371a21e4bbe4
early inclusion into index means ample supply of bagholders when IPO lockup period expires
TACO again? (spooked by fourth branch of U.S. government: S&P 500) Also, China trip at month end is probably more important. Dragging on this war longer is not a good choice.